Google Q3 14A – Law of large numbers
Slowing growth does not make the shares unattractive. Google reported slightly disappointing results as growth from its core advertising business...
Apple vs Google – Spoiler war
Q4 14E will be the most competitive ever for devices. Apple’s accidental launch of the new iPad Air 2 and...
Intel Q314A – Waiting for Godot
Core M is the key to a laptop replacement cycle. Intel reported solid Q314A results as corporate PC demand continues...
Google – Chasing ghosts
Amazon is not the problem. Its Apple. Amazon is what keeps Eric Schmidt up at night but in reality what...
Tablets – The long goodnight
The latest releases from Apple are unlikely to reignite growth. The tablet market has been the fastest market to go...
Xbox One vs. PS4 – The late game
Microsoft’s understanding of the ecosystem is a big threat In the next generation console war, the first round has emphatically...
PCs Q3 14A – Big is beautiful
Only bad marketing keeps the PC market from growth. Both Gartner and IDC have released their Q314A figures for the...
Yahoo! – Fire in the pocket
At $10bn, even a financial return looks to be a challenge. Yahoo! has made a huge return from its investment...
Samsung Q3A – All at sea
Samsung is getting closer to the fate of its peers. Samsung has guided for Q314A results that strongly indicate that...
About Me
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Samsung and Facebook – One chance